Civic Intelligence

David M Sullivan Memorial Foundation Inc.

990PF • Fiscal year 2019 • EIN 13-4330823

Jan 01, 2019 to Dec 31, 2019 • Filed on May 27, 2020

41 Accord Park DriveNorwell, MA 02061

(781) 982-1550

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

57th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

57th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Net Margin

96th percentile

74%

Higher net margin than 96% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

80th percentile

35%

Faster asset growth than 80% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

99th percentile

549%

Faster revenue growth than 99% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Assets

Up

$78,386

Up $20,378 (+35%) from 2018

Net Assets

Up

$78,386

Up $20,378 (+35%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue

Up

$27,462

Up $23,231 (+549%) from 2018

Expenses

Down

$7,084

Down $4,105 (-37%) from 2018

Net Income

Up

$20,378

Up $27,336 (+393%) from 2018

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$100K$50K$0Assets 2010: $78,885Liabilities 2010: $0Net Assets 2010: $78,8852010Assets 2011: $69,040Liabilities 2011: $0Net Assets 2011: $69,0402011Assets 2012: $72,192Liabilities 2012: $0Net Assets 2012: $72,1922012Assets 2013: $79,369Liabilities 2013: $0Net Assets 2013: $79,3692013Assets 2014: $72,991Liabilities 2014: $0Net Assets 2014: $72,9912014Assets 2015: $68,845Liabilities 2015: $0Net Assets 2015: $68,8452015Assets 2016: $69,156Liabilities 2016: $0Net Assets 2016: $69,1562016Assets 2017: $64,966Liabilities 2017: $0Net Assets 2017: $64,9662017Assets 2018: $58,008Liabilities 2018: $0Net Assets 2018: $58,0082018Assets 2019: $78,386Liabilities 2019: $0Net Assets 2019: $78,3862019Assets 2020: $73,301Liabilities 2020: $0Net Assets 2020: $73,3012020Assets 2021: $72,233Liabilities 2021: $0Net Assets 2021: $72,2332021Assets 2022: $82,021Liabilities 2022: $0Net Assets 2022: $82,0212022Assets 2023: $80,013Liabilities 2023: $0Net Assets 2023: $80,0132023Assets 2024: $76,057Liabilities 2024: $0Net Assets 2024: $76,0572024

Highlighted filing

2019

Assets$78,386
Liabilities$0
Net Assets$78,386

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$30K$20K$10K$0-$10KRevenue 2010: $1,325Expenses 2010: $688Net Income 2010: $6372010Revenue 2011: $1,483Expenses 2011: $8,175Net Income 2011: -$6,6922011Revenue 2012: $1,802Expenses 2012: $2,675Net Income 2012: -$8732012Revenue 2013: $4,195Expenses 2013: $2,937Net Income 2013: $1,2582013Revenue 2014: $7,803Expenses 2014: $7,945Net Income 2014: -$1422014Revenue 2015: $1,808Expenses 2015: $925Net Income 2015: $8832015Revenue 2016: $3,115Expenses 2016: $2,594Net Income 2016: $5212016Revenue 2017: $3,874Expenses 2017: $8,147Net Income 2017: -$4,2732017Revenue 2018: $4,231Expenses 2018: $11,189Net Income 2018: -$6,9582018Revenue 2019: $27,462Expenses 2019: $7,084Net Income 2019: $20,3782019Revenue 2020: $1,936Expenses 2020: $7,021Net Income 2020: -$5,0852020Revenue 2021: $8,092Expenses 2021: $9,160Net Income 2021: -$1,0682021Revenue 2022: $12,449Expenses 2022: $2,661Net Income 2022: $9,7882022Revenue 2023: $2,184Expenses 2023: $4,192Net Income 2023: -$2,0082023Revenue 2024: $2,239Expenses 2024: $6,195Net Income 2024: -$3,9562024

Highlighted filing

2019

Revenue$27,462
Expenses$7,084
Net Income$20,378
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
May 27, 2020
Return Version
2019v5.1
Mission and Program Overview

Mission

Scholarship for education - gifts to 501(c)(3) organizations.

Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
PAUL J SULLIVANPresidentPT$0--
ROBERT D SULLIVANTreasurerPT$0--
MAUREEN CULLITYSecretaryPT$0--
ROBERTA S SULLIVANDirector-$0--
Filing and Contact Details

Filer

Filer Name
David M Sullivan Memorial
EIN
13-4330823
Phone
7819821550
Address
41 ACCORD PARK DRIVE, NORWELL, MA 02061

Signing Officer

Name
Paul J Sullivan
Title
President
Phone
7819821550
Signed
2020-05-27
Discuss with paid preparer
Yes

Preparer

Firm
O'CONNOR & DREW PC
Address
25 BRAINTREE HILL OFC PK SUITE 102, BRAINTREE, MA 02184
Preparer
Lauren Carnes
Phone
6174711120
Raw XML Appendix366 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0PAUL J SULLIVAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1ROBERT D SULLIVAN
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IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0MAUREEN CULLITY
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt041 ACCORD PARK DRIVE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0NORWELL
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0MA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd002061
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0MA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum07819821550
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0THE ORGANIZATION DOES NOT CONDUCT ANY DIRECT CHARITABLE ACTIVITIES. THE FOUNDATION'S ONLY ACTIVITY IS TO MAKE CHARITABLE CONTRIBUTIONS TO APPROVED ORGANIZATIONS.
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt06000
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt05000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt11000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0DONATION TO SUPPORT THE CHARITY'S MISSION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1DONATION TO SUPPORT THE CHARITY'S MISSION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0ST JOSEPH THE WORKER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1JOU NOUVO-NEW DAY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0280 SARATOGA STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1PO BOX 613
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0COHOES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1HANOVER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd012047
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd102339
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt06000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt03612
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt03612
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt07404
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt01165
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt011999
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt03430
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt07404
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt01165
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt07042
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt03430
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt011999
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt08569
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt0PAUL SULLIVAN
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt041 ACCORD PARK DRIVE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0NORWELL
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0MA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd002061
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt025890
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0COMMONWEALTH OF MASSACHUSETTS ANNUAL REPORT
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1COMMONWEALTH OF MASSACHUSETTS FILING FORM
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt015
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt135
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt015
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt135
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0120
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt122
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1PROFESSIONAL SERVICES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt0120
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt122
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt10
TaxesSchedule/TaxesDetail/Amt042
TaxesSchedule/TaxesDetail/CategoryTxt0OTHER TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/BuildTS02020-11-19 02:30:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0PAUL J SULLIVAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum07819821550
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-05-27
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0DAVID M SULLIVAN MEMORIAL
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0DAVI
ReturnHeader/Filer/EIN0134330823
ReturnHeader/Filer/PhoneNum07819821550
ReturnHeader/Filer/USAddress/AddressLine1Txt041 ACCORD PARK DRIVE
ReturnHeader/Filer/USAddress/CityNm0NORWELL
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd002061
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0B87812306A3E04B13792C2CC05051CF9C2B26D67
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0BB0CB01B13DDEDE3298AFE4D905939A137F44A39
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId004017320201400344e29
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02020-05-19
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0108.7.66.186
ReturnHeader/FilingSecurityInformation/IPDt02020-05-27
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm009:33:51
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0043000523
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0O'CONNOR & DREW PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt025 BRAINTREE HILL OFC PK SUITE 102
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BRAINTREE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd002184
ReturnHeader/PreparerPersonGrp/PhoneNum06174711120
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LAUREN CARNES
ReturnHeader/ReturnTs02020-05-27T08:34:27-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$76.1$0.00$76.1$2.24$6.20$3.96
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$80.0$0.00$80.0$2.18$4.19$2.01
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$82.0$0.00$82.0$12.4$2.66$9.79
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$72.2$0.00$72.2$8.09$9.16$1.07
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$73.3$0.00$73.3$1.94$7.02$5.09
2019Detailed filing. Detailed filing data is available for this year.$78.4$0.00$78.4$27.5$7.08$20.4
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$58.0$0.00$58.0$4.23$11.2$6.96
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$65.0$0.00$65.0$3.87$8.15$4.27
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$69.2$0.00$69.2$3.12$2.59$0.52
2015Detailed filing. Detailed filing data is available for this year.$68.8$0.00$68.8$1.81$0.93$0.88
2014Detailed filing. Detailed filing data is available for this year.$73.0$0.00$73.0$7.80$7.95$0.14
2013Detailed filing. Detailed filing data is available for this year.$79.4$0.00$79.4$4.20$2.94$1.26
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$72.2$0.00$72.2$1.80$2.68$0.87
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$69.0$0.00$69.0$1.48$8.18$6.69
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$78.9$0.00$78.9$1.33$0.69$0.64
Peer Organizations

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